# Task P.5.1 Implementation Report

## Scope

This report documents implementation work completed for
[task-p.5.1.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/plans/task-p.5.1.md).

Focus of this round:

- production hardening for document template management
- metadata separation path from `schemaJson`
- duplicate version workflow
- stronger template health validation
- improved compare UX
- regression-safe migration support
- test coverage for new hardening helpers

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## Review Inputs

Reviewed before implementation:

- [AGENTS.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/AGENTS.md)
- [docs/standards/project-foundations.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/standards/project-foundations.md)
- [docs/standards/architecture-rules.md](/C:/Users\\mtpphtaps\\Documents\\gitea\\alla-allaos-fullstack/docs/standards/architecture-rules.md)
- [docs/standards/task-catalog.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/standards/task-catalog.md)
- [docs/implementation/task-p.5-implementation.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/implementation/task-p.5-implementation.md)
- [docs/implementation/task-p.5-verification-report.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/implementation/task-p.5-verification-report.md)

---

## Implementation Summary

### 1. Metadata separation foundation

Added dedicated `metadata_json` support for document template versions:

- [src/db/schema.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/db/schema.ts)
- [drizzle/0006_lazy_shiver_man.sql](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/drizzle/0006_lazy_shiver_man.sql)

Migration behavior:

- add `metadata_json`
- backfill legacy `__templateManagement` from `schema_json` into `metadata_json`
- scrub embedded metadata from `schema_json`

Compatibility helper added in:

- [metadata.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/foundation/document-template/server/metadata.ts)

This helper now:

- reads dedicated metadata first
- falls back to legacy metadata inside `schemaJson`
- sanitizes exported schema so PDFMe JSON stays clean

### 2. Document template server hardening

Updated template server foundation in:

- [service.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/foundation/document-template/server/service.ts)
- [management-service.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/foundation/document-template/server/management-service.ts)

Key changes:

- sanitize `schemaJson` on create and update
- store lifecycle metadata in `metadataJson`
- preserve legacy metadata compatibility on read
- duplicate version support with cloned mappings and table columns
- stronger validation output with structured health issues
- compare output expanded with:
  - field/schema changes
  - mapping difference payload
  - validation state for both versions
  - basic JSON diff summary

### 3. Duplicate-as-draft workflow

Added explicit duplicate action:

- [src/app/api/crm/settings/document-templates/versions/[id]/duplicate/route.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/app/api/crm/settings/document-templates/versions/[id]/duplicate/route.ts)

Client and mutation support updated in:

- [service.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/foundation/document-template/service.ts)
- [mutations.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/foundation/document-template/mutations.ts)

Behavior implemented:

- duplicate any source version into a new draft
- copy schema JSON
- copy mappings
- copy mapping columns
- clear active lifecycle state
- generate a unique draft/copy version label

### 4. Compare UX improvement

Rebuilt comparison dialog in:

- [template-version-management-panel.tsx](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/foundation/document-template/components/template-version-management-panel.tsx)

Compare UI now shows tabs for:

- metadata
- placeholders
- mappings
- schema
- health

This replaces the earlier toast-only compare result.

### 5. Validation and health output

Extended validation contract in:

- [types.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/foundation/document-template/types.ts)

New validation output includes:

- `healthStatus`
- structured `issues`
- `orphanMappings`
- `unsupportedSchemaTypes`
- `sectionMarkerIssues`
- suggested next step

### 6. Audit utility relocation

Moved reusable audit helpers into runtime code space:

- [src/features/foundation/pdf-audit/server/shared.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/foundation/pdf-audit/server/shared.ts)

Script shim now re-exports from:

- [scripts/pdf-audit-utils.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/scripts/pdf-audit-utils.ts)

This removes direct runtime imports from `scripts/`.

### 7. Automated tests added

Added focused tests for hardening helpers:

- [metadata.test.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/foundation/document-template/server/metadata.test.ts)
- [service.test.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/foundation/document-template/server/service.test.ts)

Covered:

- legacy metadata extraction
- schema sanitization
- metadata merge precedence
- duplicate version label generation

---

## Generated Verification Artifacts

Verification commands updated existing generated outputs:

- [docs/implementation/pdf-audit-report.json](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/implementation/pdf-audit-report.json)
- [docs/implementation/pdf-audit-report.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/implementation/pdf-audit-report.md)
- [artifacts/pdf-audit/summary.json](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/artifacts/pdf-audit/summary.json)
- [artifacts/pdf-audit/summary.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/artifacts/pdf-audit/summary.md)

These were not hand-edited as part of feature logic. They are generated by verification runs.

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## Known Gaps After This Round

- Turbopack warning still persists during `npm run build`, even though runtime no longer imports from `scripts/` directly.
- Full route-level management tests were not added yet.
- Minimal browser/E2E verification was not added yet.
- `audit:pdf` still reports an existing active template schema drift for ALLA product template data in the current database state.

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## Outcome

P.5.1 significantly improved the production-readiness of the document template management foundation, especially around metadata handling, draft duplication, health reporting, and compare usability, while keeping the PDF runtime path unchanged.
